POSCO Holdings will further enhance its corporate value through a new business portfolio transformation and an aggressive shareholder return policy. The company presented a medium-to-long-term goal of investing 29.1 trillion won by 2028 to achieve consolidated revenue of 87.9 trillion won and an operating profit of 6.7 trillion won.

On the 2nd, POSCO Holdings shared its medium-to-long-term business and financial strategies with institutional investors and securities analysts at the '2026 POSCO Group CEO Investor Day' held at the Conrad Hotel in Yeouido, Seoul. The company disclosed detailed information through a fair disclosure on the same day.

The company's core business strategy is to build a 'Triple-Core' structure consisting of industrial materials, strategic materials, and energy materials to secure both stability and growth simultaneously. The specific plans for each sector are as follows:

• Industrial Materials: The company will expand overseas investments in high-growth, high-profit steel markets such as India and the United States to establish a crude steel capacity of 10 million tons overseas by 2031.
• Strategic Materials: Based on turning the Argentine salar lithium project profitable, the company will make early investments in the 3rd and 4th phase projects (scheduled for completion in 2030 and 2033). Including existing ore-based lithium resources and a new smelting plant (scheduled for completion in 2029), the company plans to establish a total lithium production capacity of 173,000 tons by 2033, leaping to become a global top 5 company. Additionally, the company will actively pursue the establishment of a rare earth supply chain and the localization of rare and specialty gases.
• Energy Materials: The company will expand its LNG value chain to increase profitability and enter new and renewable energy businesses, such as offshore wind and solar power, to respond to the energy transition.

The company has also significantly strengthened its financial and shareholder return strategies. Starting from the 2026 fiscal year (FY26), POSCO Holdings plans to flexibly return 35 to 40% of its adjusted net income attributable to controlling interests over a three-year period through a combination of cash dividends and the purchase and cancellation of treasury shares.

In particular, by the end of 2027, the company plans to optimize its stakes in listed subsidiaries to around 50%, which have been cited as a discount factor for its Net Asset Value (NAV). The funds secured through this process will be utilized for investments in unlisted future strategic resources and the purchase and cancellation of undervalued treasury shares to improve financial efficiency.

The company expects that this series of strategies will drive balanced growth within the Triple-Core portfolio, achieving a Price-to-Book Ratio (PBR) of at least 1.0 times by 2028 and maximizing corporate value.